hbm

"Samsung plans to completely stop the production of 2D NAND flash memory this year and comprehensively renovate the related old production lines to cater to the rapidly growing AI computing power and high-bandwidth memory (HBM) demand."

"Samsung is planning to increase the pricing of HBM4 to about $700 per chip."

"“I’ve been here 28 years and I’ve never seen anything as disruptive as AI,” said Scott Gatzemeier, the vice president overseeing Micron’s $200 billion U.S. expansion."

"The article's title indicates a potential delay of the "PlayStation 6" launch to 2028 or later due to a memory shortage caused by AI demand."

"Samsung Electronics stated that it has started mass production of the "industry's first" HBM4 chip and has delivered commercial products to customers."

"SK Group's SK hynix is NVIDIA's main HBM supplier, and the company indicated they are pushing forward with mass production of HBM4."

"If that is the case, the demand for HBF will surpass HBM from 2038."

"In the HBM4 supply share corresponding to the VR200 NVL72 system, SK hynix is expected to account for about 70%, Samsung will take the remaining 30% quota, and Micron currently has no supply commitment in HBM4."

"According to the Korea Exchange data, Samsung Electronics shares closed at 169,100 won on the day, up 0.96% from the previous trading day, bringing its market capitalization to 1001 trillion won."

"Indeed, they are quite impressive as the company is showing off an 8 reticle-sized system-in-package (SiP) that features four logic tiles, 12 HBM4-class stacks, and two I/O tiles."

""Leveraging its unparalleled chip technologies, such as HBM, the memory chipmaker will try to play a pivotal role in delivering optimized AI systems for its customers in the AI datacenter sector," SK Hynix said in a statement."

"SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand"

"Looking ahead to 2026, the industry generally predicts that global semiconductor revenue will surpass a grand target of 1 trillion US dollars for the first time, and a brand new "super cycle" defined by AI is now clear."

"The current memory is in a "super cycle" — in other words, the supply shortage will last longer than in the past, and the price increase of memory will last longer and be greater than in the past."

"The 'out-of-control' price increases in memory chips are, in essence, a direct consequence of the AI computing revolution, which is restructuring the global digital infrastructure."

"Microsoft has introduced its newest AI accelerator, the Microsoft Azure Maia 200."

"Samsung is close to obtaining certification from Nvidia for its latest generation of high-bandwidth storage chips HBM4."